Lynne Cannon, financial advisor King Of Prussia PA
93 score

Lynne Cannon

CRD Number: 1122002
Current Firm: Sterling Capital Management LLC

Lynne Cannon (CRD# 1122002) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 32 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor King Of Prussia PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor King Of Prussia PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor King Of Prussia PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Sterling Capital Management LLC King Of Prussia, PA Mar 2016 - Current < 1
Stratton Management Company King Of Prussia, PA Sep 2010 - Mar 2016 5
Bny Mellon Asset Servicing (formerly Pfpc, Inc.) King Of Prussia, PA Dec 2004 - Sep 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Sep 1993
Contact Info for Lynne M. Cannon
Phone Number: 704-927-4175
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    51,155
    MILLIONS
  • Total Number of Accounts
    4,417
    ACCOUNTS
  • Average Account Value
    $11,581,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Lynne Cannon and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.